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Update Retiree Electronic Communication (Benefits Partner)

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This job aid outlines the process for a Benefits Partner to update the Electronic Communication Flag to the preferred method of receiving information from the A&M System about retirement and insurance benefits on behalf of a Retiree.

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Getting Started

  1. Navigate to the Retiree’s Worker Profile. Using the Actions button, select Additional Data > Edit.A worker profile page showing how to navigate to edit additional data
  2. In the pop-up window, Enter Retiree Electronic Communication in the Custom Object field and select OK.The edit additional data window showing the retiree electronic communication is selected under custom object
  3. On the new page, read the text under Instructions. Then, in the Retire Communication Election field below, select Yes or No depending on the Retiree’s preferred method of receiving communication from The A&M System.The edit additional data page showing whether to select yes or no in answer to what retiree communication election the retiree desires
  4. Select OK.
  5. Select Done.The edit additional data page highlighting the done button

This completes the Retire Electronic Communication process.